The Ocean-Finvest Revolution
Ocean Finvest is an independent portfolio management company specializing in maintaining relationships to provide best services and customized solutions to their clients. We aim to emerge as the most trusted and preferred financial planner amongst our valued clients by understanding their financial needs, guiding and supporting them time to time while planning basic financial milestones in their life.
The backbone of our organization is maintaining whole life mutually benefited relationships with our clients and their families by providing complete financial awareness that guarantees better results in the future.We have a firm belief on our ethics, sincerity, honesty and unbiased approach which will help us to reach newer heights and will also help us to serve you in the best possible manner.
Our functioning involves complete analysis of an individual's portfolio. Post analysis, we educate them about their existing investments and risk managing insurance policies. Finally, we work for the betterment by providing customized services and solution. To our valued clients we offer the best possible quotes to fulfill their needs in a complete manner.
We look forward to welcome you as a valued client of Ocean Finvest.
To enable every Indian investor to have a well-planned financial future.
Our goal is to empower and enrich Indian investors. To achieve this goal, we will build and maintain a platform that makes available all the education, research, tools, support and advice, in an economical package, to our investors.
Samir Vora started his career with Karvy Stock Broking and managed various key roles in the organisation like managing branches and heading the entire cluster. He outstandingly handled 7000 plus distributors and asset of more than 700 crore of retail investors. Later he was associated with ICICI Securities Ltd. as Regional Head - West for Retail distribution.
Samir, with his 14 years of experience and proficiency in various financial products as well as investment strategies gained from being allied with IFA, Not only that He is known for his out-of-the-box approach to business, good financial acumen and customer-centric business philosophies.
Determined to implement his notion of providing financial assistance to the investors with diversified products under one roof named “Ocean Finvest”